About Ryan Shaughnessy 

Man in glasses and blue suit smiles in an office setting.

Hi, I'm Ryan

Director of Planning | LUTCF CFP®

Most people aren't lost when it comes to their finances—they're just missing a second pair of eyes. My job is to sit down with you, understand where you are, and help you build a plan that actually fits your life. I'm not here to sell you something or tell you what you've done wrong. I'm here to coach you—because at the end of the day, that's exactly what I am: a coach.


As a CERTIFIED FINANCIAL PLANNER™ professional, I bring both the credentials and the mindset of someone who genuinely wants to understand your story before offering any kind of direction. What you share with me—your worries, your goals, the things you're not quite sure about—becomes the foundation of everything we do together. That's what I call financial wellbeing planning, and it's how I approach every single conversation.


Outside the office, Ryan enjoys spending time with his wife, Michelle, and their four children—Grace, Joss, Jace, and Sage. Whether they're playing in the backyard or swimming in any body of water they can find, family time is everything. He also serves as a Director for CCC Upward Sports, where he volunteers and coaches soccer and football. Ryan loves cheering on his girls at their dance recitals and will openly admit he occasionally needs a tissue when he sees their love and passion shine through.

The Financial Wellbeing Playbook

Great coaches don't just give answers—they help you understand the game. That's how I approach financial planning. Whether you're building toward retirement, protecting what you've worked for, or simply trying to make sense of where you stand, I'll coach you through it with honesty, encouragement, and a plan built around your goals—not a generic template.

Assess: Know Where You Stand

Before we talk game plans, we take a clear-eyed look at your full financial picture—what you have, how it's working, and where things may not be as aligned as you'd hoped. No judgment. Just an honest read of where you are so we can figure out where to go.

What This Looks Like

  • A candid conversation about your complete financial life
  • Identifying what's working well and what may need attention
  • Understanding your goals, your timeline, and what matters most to you

Align: Build the Right Game Plan

Once we see the full picture, we build a strategy around it. A good game plan isn't about doing more—it's about making sure everything you're doing is working together toward the same goal. We'll close the gaps, connect the pieces, and make sure your plan reflects the life you're actually trying to build.

What This Looks Like

  • Mapping your current financial situation to your real goals
  • Spotting misalignments or missed opportunities
  • Creating a clear, prioritized path forward that's personal to you

Coach: Stay in the Game

Planning isn't a one-time event—it's an ongoing process. I stay in your corner as your life evolves, your goals shift, and new challenges come up. My job isn't just to hand you a plan. It's to make sure you feel informed, supported, and confident at every stage of the journey.

What This Looks Like

  • Ongoing guidance as your life and financial picture change
  • A relationship built on trust, transparency, and open communication
  • Someone who's always in your corner—asking the right questions and helping you stay on track

Contact Ryan

Ready to Put a Real Coach in Your Corner?

Whether you've got a solid plan that just needs a second opinion or you're starting from scratch, I’d love to have a conversation. No pressure—just an honest discussion about where you are and where you want to go.

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